See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,107 | $58,208+6.7% | $81,812-24.1% | $80,856-23.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 18.75% | 41.66%-22.9pp | 773.79%-755.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $6,718 | $2,340+187.1% | $2,912+130.7% | $2,755+143.8% |
| Participant deferral / active EE | $7,512 | $3,281+129.0% | $4,319+74.0% | $4,296+74.9% |
| Admin fee / account holder | $253 | $4,981-94.9% | $7,386-96.6% | $6,918-96.3% |